Advisor at OneAscent Family Offices
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OneAscent Family Offices
Location
Marco Island, FL
Credentials
Series 63, Series 65
Industry experience
45 years
Based on OneAscent Family Offices
Based on OneAscent Family Offices
Financial planning fixed fees typically $0 to $15,000, can be greater than $100,000; Asset management flat fees $1,000 to $100,000 per annum; Family office fixed fees $0 to $35,000, can be greater than $100,000
$0+: 0.50% to 2.00% per annum (negotiable) for Unified Managed Accounts (UMA) $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Non-UMA Clients $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Held Away Accounts $0+: 0.50% to 2.00% per annum (negotiable) for Asset Management Fee Based Annuities and Insurance $0+: 0.50% to 2.00% per annum (negotiable) for Family Office Services Bundled Annual Rate Option
Financial planning hourly fees from $125 to $500 per hour; Family office services hourly fees $125 to $500 per hour
Fee-only: Financial planning hourly fees $125 to $500 per hour; Fixed fees typically $0 to $15,000, can exceed $100,000; Asset management flat fees $1,000 to $100,000 per annum; Family office fixed fees $0 to $35,000, can exceed $100,000; Fees negotiable
Marco Island, FL
Florida · Ohio
OneAscent Family Office, LLC
2024 - Present (2 years)
Hamilton Capital Management, Inc.
2018 - 2024 (6 years)
Halite Partners, LLC
2017 - 2018 (1 year)
Halite Partners, LLC
2017 - 2018 (1 year)
Halite Partners, LLC
2017 - 2017 (1 year)
Halite Partners, LLC
2017 - 2018 (1 year)
Morgan Stanley
2016 - 2017 (1 year)
Morgan Stanley
2015 - 2017 (2 years)
Morgan Stanley Private Bank, N.A.
2015 - 2017 (2 years)
Morgan Stanley
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Marco Island, FL
Lynn H. Orr Capital Management Group, Inc.
Series 66
Marco Island, FL
Precision Financial Services
CFP®, Series 63, Series 65
Marco Island, FL
Performance Wealth
Series 63, Series 66
Naples, FL
Integrity Alliance, LLC
Series 63, Series 65
Marco Island, FL
Private Advisor Group, LLC
Series 63, Series 65
Marco Island, FL
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